Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47881.38 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46486.43 Kr¶
PnL: ---------------------------------------> -402.14 Kr¶
DD now: ---------------------------------> -1.539 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 11:31:39.425422'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 3.310000 | 3250.000000 | 279.000000 | 9.390000 | 2971.000006 |
| HEBA B | 70 | 2.800000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| Corem Property Group B | 59 | 1.540000 | 623.040000 | 46.040000 | 7.980000 | 576.999999 |
| AcadeMedia | 12 | 1.440000 | 601.800000 | 44.800000 | 8.040000 | 557.000004 |
| Boozt | 12 | 0.570000 | 1695.600000 | 41.600000 | 2.520000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.070000 | 392.300000 | 37.300000 | 10.510000 | 355.000000 |
| MedCap | 2 | 2.470000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| OEM International B | 7 | 1.540000 | 554.400000 | 26.400000 | 5.000000 | 527.999997 |
| Resurs Holding | 22 | -0.330000 | 599.060000 | 25.060000 | 4.370000 | 573.999998 |
| HMS Networks | 2 | 1.750000 | 696.800000 | 23.800000 | 3.540000 | 673.000000 |
| Intrum | 4 | 2.050000 | 547.000000 | 20.000000 | 3.800000 | 527.000000 |
| SAAB B | 8 | -1.280000 | 3396.000000 | 19.000000 | 0.560000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 2.620000 | 549.200000 | 17.200000 | 3.230000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 2.040000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Norva24 Group | 16 | -0.340000 | 558.080000 | 15.080000 | 2.780000 | 543.000000 |
| Eastnine | 4 | -0.790000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| FM Mattsson Mora Group B | 50 | -1.510000 | 2930.000000 | 3.000000 | 0.100000 | 2927.000000 |
| Swedbank A | 3 | -0.340000 | 565.350000 | 1.350000 | 0.240000 | 564.000000 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.290000 | 246.480000 | 0.480000 | 0.200000 | 246.000000 |
| CTEK | 13 | 0.780000 | 534.170000 | 0.170000 | 0.030000 | 533.999999 |
| Securitas B | 6 | 1.000000 | 569.640000 | -0.360000 | -0.060000 | 570.000000 |
| Handelsbanken A | 5 | -0.090000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Midsona B | 63 | 3.490000 | 579.600000 | -3.400000 | -0.580000 | 582.999984 |
| Essity B | 2 | -1.520000 | 568.600000 | -5.400000 | -0.940000 | 574.000000 |
| Essity A | 4 | -0.870000 | 1140.000000 | -9.000000 | -0.780000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.270000 | 3439.400000 | -14.600000 | -0.420000 | 3453.999992 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.460000 | 561.500000 | -33.070000 | -5.560000 | 594.565215 |
| Vivesto | 1368 | -2.160000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Axfood | 13 | 0.000000 | 3660.800000 | -95.200000 | -2.530000 | 3756.000001 |
| OX2 | 18 | 0.190000 | 1451.700000 | -212.300000 | -12.760000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.300000 | 3496.500000 | -314.500000 | -8.250000 | 3810.999990 |
| Ovzon | 52 | 0.000000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46486.430000 | -402.140000 | -1.5392% | 46888.564618 |
Updated:¶
'2023-01-23 11:31:52.107237'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
